The new integration allows the 23,000 Prospector AAA users to share customer information between Prospector AAA and Outlook. In addition, the integration allows multiple recall dates within Trigold to be displayed in the Outlook calendar. Using a new section within the existing client management process, advisors can add, edit or delete multiple recall dates for future customer activity, e.g. end of a mortgage tie-in period, expiration of an insurance policy, scheduled meetings etc.
This latest enhancement comes hot on the heels of the recently launched ENC - Enhanced Non Conforming sourcing module, and CSAT – the new range of Compliance Shield Audit Tools.
Bill Safran, CEO - Trigold:
“This is the latest in a long line of system enhancements for the benefit of our 23,000 users. An advisor’s client relationship and sales opportunities do not end when the initial mortgage is completed and a good system should facilitate the ongoing management of the relationship. This integration will bring together the strengths of Trigold’s Prospector AAA and Microsoft’s Outlook.”
Brian Pitt, Director – Beacon Mortgages:
“This is great new facility and one that will add tremendous value for our advisors who will have greater control over the management of their client data and save considerable time. Furthermore, the new Recall Date feature will remind our advisors of important dates for their customers thereby providing better service to their customers and greater earning opportunities.”
The benefits of this integration for advisors include:
- Fast and intuitive synchronisation process through a custom wizard within Prospector AAA.
- Ability to maintain accurate client information across Prospector and Outlook.
- Removes need to re-key information.
- Better business planning by seeing all client recall dates on one Outlook Calendar.
- Improved client service through calendar reminders.
- Multiple recall dates.
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